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The Baumer Wealth Management Group
Merrill Lynch
Wealth Management
"Every day, we apply our experience and skills, combined with the global resources of Merrill, to help you pursue your financial goals. We start with where you are in life, and we focus on understanding your vision, priorities and the dynamics of your family and business. Our approach is holistic and highly personalized."
Glenn Baumer
Wealth Management Advisor
The Baumer Wealth Management Group
Who We Work With—and For
We work with high-net-worth individuals, couples and families, and we also offer experienced advice and guidance to businesses and other closely held enterprises.
The clients we serve have created significant wealth in a variety of ways. Each one of them, whether individual, family or business, is different—with distinct personalities and circumstances, and singular challenges and needs.
But they are similar in notable respects: They face complex wealth management issues that affect their futures, and they recognize the value of a strategy-based approach to wealth management delivered by a professional team that can work effectively with them and their existing tax and legal advisors.
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Leverage Our Experience to Your Benefit
Glenn Baumer is a strategy-oriented wealth management advisor with a broad knowledge base shaped by years in the financial services business. He has over 35 years of experience, offering advice and guidance to individuals, families and businesses. He appreciates the complexity of managing wealth today and is well aware of the stresses facing business owners and entrepreneurs. He speaks the language of business.
Breanne Pfeffer and Tiffany Nguyen are mature, attentive and responsive client service associates. They round out the team and are committed to delivering a client experience that exceeds your expectations.
A Holistic Approach to Wealth Structuring
Glenn doesn't hurry you into making investment decisions. He emphasizes discovering and understanding the financial risks, liquidity needs and time horizon in your life and then structuring your wealth and investments accordingly. Wealth structuring addresses issues ranging from funding your current lifestyle, to investments to meet education expenses, to the most efficient way to pursue legacy planning or philanthropic goals—and other investment objectives that may be important to you.
Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
A Disciplined, Consistent Process
We manage each relationship in a personal, customized way, and our process revolves around the client. The components of our process are based largely on the Merrill wealth management process, and we rely on a host of Merrill diagnostic and analytical tools to help you to develop your wealth strategy.
Investments
Glenn's primary objective is to help you come up with a customized strategic asset allocation that is aligned with your risk profile, and to structure an investment portfolio that is appropriately diversified for you. He considers your time horizon, tolerance for risk, liquidity needs, income needs and tax situation to make suggestions.
He believes in the value of outside professional investment management, and we work to complement our strength in strategic asset allocation with a similar skill in searching for and selecting appropriate managers for your portfolio. Using outside managers allows Glenn to consider a broader range of global asset classes.
For certain qualified investors, Glenn may recommend alternative investments to diversify more deeply.
Investment Philosophy
Glenn's investment philosophy leans to the conservative side; he is not an aggressive investor who strives for unsustainable high returns.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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Expansive Capabilities
As a gateway to the investment resources of Merrill and the banking convenience of Bank of America, we can amplify our value to you by offering access to services and products for every aspect of your financial life.
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
"Every day, we apply our experience and skills, combined with the global resources of Merrill, to help you pursue your financial goals. We start with where you are in life, and we focus on understanding your vision, priorities and the dynamics of your family and business. Our approach is holistic and highly personalized."
Glenn Baumer | Wealth Management Advisor
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Glenn W. Baumer
Forbes "Best-in-State Wealth Advisors" 2018, 2019, 2020, 2021, 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Mason Flinn
Employee Benefits Specialist
Bank of America, N.A.
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Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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